A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.
Which two approaches should a consultant recommend to meet the requirement?
Choose 2 answers

Question

A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.

Which two approaches should a consultant recommend to meet the requirement?

Choose 2 answers

Rocky Lott · Accepted Answer

Create Sharing Rules for Assessments, Client Notes, and Client Alerts that share these with the public group.

Rocky Lott · Accepted Answer

Create a permission set that grants Read/Write access to Assessments, Client Notes, and Client Alerts objects.

Rocky Lott · Answer

Create a Public Group of staff that need access to this information.

Rocky Lott · Answer

Create a Private Group of staff that need access to this information.

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